I've done taxes with David and Liz for more than 5 years! They are so patient, kind and helpful…read more The whole team is organized with reminders, checklists and other things so that while I'm working on my business, I know my taxes will be taken care of. If you're on the fence about working with them, get off! You won't find anyone better or more caring in Wisconsin.

From the owner: Tax preparation, planning and consulting for local individuals and small business owners…read more Accounting, payroll, sales tax, and bookkeeping for local small businesses. Building client-first relationships.

I've been using this service for decades. They are truly professionals in their field!…read moreTrustworthy/honest/accurate. They even have answers for virtually every question you could have! if they make a mistake, they guarantee to fix it on their own time! They even have a sense of humor! Try it, you'll like it says Mikey! Mikey hates everything! lol

Nice ladies that work there. A little worried they might talk about me after I leave but the lady…read morethat helped me appeared to be professional and intelligent!

Tim Wilson has handled our tax returns and financial planning for the past several years. He is…read moreprompt, thorough, and accurate.

This accountant is very helpful. His specialty is small businesses and individuals so he can give…read moreyou the attention that a big firm can't.

From the owner: Income tax preparation for individuals and businessesread more

Have worked with Roy for tax prep and investments for at least 15 years. He is a very honest and…read morehardworking business owner, who will give you the correct answers and make sure that everything is done timely and correct. Rates are outstanding for the work that he does.

Has helped me with my taxes for 15 years and has always been very knowledgeable and very easy to…read morework with. Very friendly and very dedicated to his work. Great pricing as well.

Simply the best from the receptionist to the accounting team. I would not trust anyone else with…read moremy Mothers financial affairs.

From the owner: Specializing in: - Payroll Service…read more- Tax Return Preparation-Business - Accounting Services - Accountants-Certified Public - Tax Return Preparation - Financial Planning Consultants - Taxes-Consultants & Representatives - Financial Services

We took our taxes to H&R Block's Northland Mall office in Appleton, Wi. for the first time this…read moreyear, 2025. We had Jessica P as our tax pro. She was amazing! She's friendly and knowledgeable and got our taxes done that evening. If you can ever say you had fun getting your taxes done we did with this sweet young woman. I would highly recommend her! Thank you Jessica!! Dennis & Cheryl

If you are going to use H&R Block, please be very careful. Here is a summary of my experience:…read more (yes, this is actually skipping a lot of details in my attempt to be brief!) In January 2022, I gave 3 years of tax info to a preparer here in Appleton, WI who said she'd get back to me in a week or so. She didn't. In the summer of 2022, a different person called me, asking if I had info for them to do my taxes. I said I'd already given it to them and made an appt. Morning of the appt I received a call from a third person who said she was the office manager and asked if I had files to upload. I told her they already had the info. I went to my appt, found out the branch office was closed, had to call and get the address of the open office, none of which had been explained to me. I got there and was told by the office manager that they couldn't find my files. After weeks of ridiculous phone calls and excuses, I filed a complaint with BBB. They followed up with H&R Block. A month later, I checked with BBB on progress and received the corporate H&R Block response which was basically that they were closing this. I replied that I did not consider it to be closed until I got my files back. A few days later, I got a call from the new H&R district manager who said the files were gone, apologized, and asked me what they could do to help. He gave me a year of free credit/ fraud reporting. The next day or so, he called to tell me they found my files at an offsite permanent storage facility, after he asked them to return the last couple of batches of files that had been sent up. I drove over and got my files. Although I appreciate his taking the time to track them down and return them to me, I can't recommend this company to anyone. Tax preparers should be the gold standard of efficiency, security and honesty, and to me this company appeared more like lead. So if you use them, stay in close touch with them and keep backups of everything you give them.